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February 10, 2024
Question

Can I create a "tuition paid" report for a customer's tax return? We are a private school.

  • February 10, 2024
  • 1 reply
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Can I create a report for payments made in 2023?

1 reply

February 10, 2024

Welcome to the Community,

 

I am here to guide you on creating a report for payments made in 2023 on your QuickBooks Online (QBO) account.

 

You can use the Transaction list by the customer and then filter the transaction type based on what transaction you’re using on recording the paid tuition on your QBO. Let me guide you to the button that generates the report.

 

  1. Go to Reports.
  2. Enter the Transaction list by the customer in the Find report by name tab.
  3. Click on the Filter option between the Group and General options.

 

Furthermore, you can check out this article to learn more about personalizing your reports: Create enhanced custom reports in QuickBooks Online.

 

You can also check out this article for an overview of running reports in QBO: Run reports in QuickBooks Online.

 

Don’t hesitate to leave a comment if you have more inquiries about making a report in your QBO. I’ll be here to assist you at any time. Have a good one!